Old Port Advisors More: the full row for Old Port Advisors 1,237 $935K 0.18% -71 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,228 $928K 0.14% -148 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,217 $920K 0.01% +225 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,209 $913K 0.05% -46 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,208 $913K 0.18% 0 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 1,206 $908K 0.06% -715 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,201 $908K 0.05% +19 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,200 $907K 0.16% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,200 $907K 0.09% +81 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,197 $905K 0.08% -8 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,197 $905K 0.03% -67 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,181 $892K 0.09% +723 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,179 $891K 0.21% +5 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,169 $883K 0.27% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,167 $882K 0.03% +26 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,177 $881K 0.1% +65 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,165 $880K 0.17% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,163 $879K 0.2% +258 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 1,160 $876K 0.74% -25 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,160 $876K 0.02% +116 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,158 $875K 0.02% +48 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,157 $874K 0.06% -78 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,154 $872K 0.11% -25 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,144 $865K 0.01% -255 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,144 $864K <0.01% -1,936 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,143 $864K 0.01% +4 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,142 $863K 0.19% +286 13F-HR Timeline Group Sara-Bay Financial More: the full row for Sara-Bay Financial 1,140 $861K 0.23% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,135 $858K 0.12% +130 13F-HR Timeline Group Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,132 $855K 0.64% -368 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,129 $853K 0.01% +200 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,124 $850K 0.15% -109 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 1,122 $848K 0.01% +25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 1,120 $846K 0.05% -37 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,115 $843K 0.46% +95 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,115 $842K 0.16% +321 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,113 $841K 0.1% -313 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,112 $840K 0.24% -15 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,120 $837K 0.03% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,107 $837K 0.06% +51 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,100 $831K 0.07% +2 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,094 $826K 0.02% +158 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 1,082 $818K 0.23% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,080 $816K 0.05% +22 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,079 $815K 0.06% -27 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,064 $815K 0.04% +144 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 1,077 $814K 0.33% -11 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,075 $812K 0.16% -33 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 1,072 $811K 0.35% +51 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,067 $806K 0.02% -24 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,059 $800K 0.07% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 1,056 $798K 0.23% +141 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 1,050 $793K 0.22% +1,000 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,050 $793K 0.1% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,049 $793K 0.19% new 13F-HR Timeline Group Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 899 $789K 0.52% -4 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,043 $788K 0.03% +248 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,041 $787K 0.06% 0 13F-HR Timeline Group Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,040 $786K 0.28% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,040 $786K 0.33% -24 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,036 $783K 0.23% -9 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,032 $780K 0.45% -9 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,031 $779K 0.05% -17 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,030 $778K 0.01% -91 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,029 $778K 0.02% -47 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,024 $774K 0.37% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,014 $766K 0.17% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,013 $765K 0.02% +48 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 1,007 $761K 0.54% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,006 $760K 0.05% -175 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,006 $760K 0.05% -7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Numerai GP LLC More: the full row for Numerai GP LLC 1,004 $759K 0.06% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,000 $756K 0.1% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 998 $754K 0.17% -542 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 997 $753K 0.04% +2 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 997 $753K 0.39% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 995 $752K 0.01% +150 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 991 $749K 0.07% +4 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 987 $747K 0.18% +80 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 988 $746K 0.03% +17 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 986 $745K 0.01% -37 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 985 $744K 0.05% +179 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 984 $743K 0.01% -3 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 983 $743K 0.15% -11 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 982 $742K 0.07% 0 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 975 $737K 0.45% +51 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 970 $733K 0.01% +450 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 967 $730K <0.01% -61,845 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 965 $729K 0.07% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 963 $728K 0.16% -5 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 960 $725K 0.51% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 892 $725K 0.02% -74 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 965 $722K 0.04% +24 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 955 $722K 0.08% +323 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 951 $719K +442 Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 944 $714K 0.12% -77 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 945 $714K 0.01% -92 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 910 $714K 0.24% -7 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 830 $711K 0.44% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 941 $711K 0.08% -11 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 928 $701K 0.16% -1 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 925 $699K 0.34% 0 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 922 $697K 0.02% new 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 921 $696K 0.31% +13 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 918 $694K 0.08% +250 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 917 $693K 0.44% -333 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 916 $692K 0.02% -284 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 912 $689K 0.12% -13 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 911 $689K 0.02% -2,607 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 909 $687K 0.07% -4,049 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 907 $685K 0.03% -17 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 904 $683K 0.07% -601 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 785 $682K 0.18% -56 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 900 $680K 0.02% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 900 $680K 0.07% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 895 $676K 0.06% 0 13F-HR/A Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 887 $671K 0.65% +176 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 887 $670K 0.06% +120 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 886 $669K 0.42% -36 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 763 $653K 0.13% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 863 $653K 0.04% -485 13F-HR Timeline Metatron Capital SICAV plc - Metatron L… More: the full row for Metatron Capital SICAV plc - Metatron Long Term Equity Fund 860 $650K 0.32% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 859 $649K 0.02% -65 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 859 $649K 0.14% 0 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 857 $648K 0.38% +51 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 856 $647K 0.06% +85 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 712 $642K 0.19% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 840 $635K 0.21% -84 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 838 $633K 0.22% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 836 $632K 0.31% +2 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 835 $631K 0.05% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 834 $630K 0.04% +471 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 833 $629K 0.01% +255 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 832 $629K 0.01% -63 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 830 $627K 0.07% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 826 $624K 0.03% +17 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 823 $622K 0.12% 0 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 822 $621K 0.44% +12 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 820 $620K 0.07% -115 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 819 $619K 0.01% -29 13F-HR Timeline Quarry LP More: the full row for Quarry LP 817 $617K 0.1% +668 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 815 $616K 0.17% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 814 $615K 0.25% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 812 $614K 0.04% +106 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 812 $614K 0.09% -32 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 810 $612K 0.19% -20 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 806 $609K 0.01% +68 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 803 $607K 0.01% +18 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 802 $606K 0.13% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 800 $605K 0.11% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 798 $603K 0.11% -17 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 797 $602K 0.07% +36 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 797 $602K 0.15% +480 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 796 $601K 0.02% +1 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 791 $599K 0.07% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 792 $598K 0.16% -2,438 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 789 $596K 0.13% -4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 782 $591K 0.04% +9 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 776 $586K 0.34% +10 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 775 $586K 0.15% -29 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 774 $585K 0.05% +8 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 771 $583K 0.25% +81 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 771 $583K 0.15% -65 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 771 $583K 0.31% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 648 $582K 0.19% -30 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 770 $582K 0.05% 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 765 $578K 0.13% +13 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 752 $578K 0.03% +130 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 764 $577K 0.23% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 762 $576K 0.03% +26 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 761 $575K 0.07% -93 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 756 $572K 0.05% -51 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 752 $568K 0.03% +9 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 752 $568K 0.05% +51 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 750 $567K 0.22% -45 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 750 $567K 0.51% -1,664 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 750 $567K 0.03% -22 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 746 $565K 0.1% -21 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 695 $560K 0.38% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 740 $560K 0.03% -23 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 739 $559K 0.09% +2 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 739 $559K 0.03% -131 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 737 $557K 0.03% -7,137 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 732 $553K 0.02% +2 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 732 $553K 0.2% -61 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 730 $552K 0.05% -43 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 726 $549K 0.09% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 726 $549K 0.36% -399 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 723 $546K 0.03% +5 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 721 $545K 0.23% +220 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 720 $544K 0.06% -34 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 720 $544K 0.18% +36 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 719 $543K 0.06% 0 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 718 $543K 0.29% +246 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 718 $543K 0.21% -10 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 717 $542K 0.15% +2 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 716 $542K 0.02% -39 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 705 $541K 0.12% +121 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 715 $540K 0.27% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 714 $539K 0.01% -26 13F-HR Timeline